Amy
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- Total activity 11
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Amy created a post, Primary or Designated Contact for Opportunities
For opportunities with multiple Linked Contacts, I would like to be able to designate which contact appears in my Opportunity Report. In my previous CRM, I was able to designate which Contact was "...
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Amy commented, I agree -- this is something that is confusing our users. I tried deleting the contact and keeping the system user but then the system user doesn't appear in the contact list following search. I wo...
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- 1 vote
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Amy commented, I would also be interested in information re: bulk editing Opportunities Stages and Pipelines States. Thanks!
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- 1 vote
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Amy commented, We would also greatly benefit from being able to set column widths in both list views and reports. This is the top complaint I receive from our set of users. We're new to Insightly and disappointed...
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- 7 votes